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iShares Morningstar Mid Growth Idx shares owned by Truepoint

Quarter-by-quarter ownership of iShares Morningstar Mid Growth Idx (IMCG) shares owned by Truepoint from 13F filings

Historical chart of Truepoint investment in iShares Morningstar Mid Growth Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Growth Idx held by Truepoint consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares Morningstar Mid Growth Idx by Truepoint

Quarter filed Position value Share count Share price at filing
2025-09-30 $789k 9.5k 82.73
2025-06-30 $763k 9.5k 80.23
2025-03-31 $1.5M 21k 71.43

More positions owned by Truepoint

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Tax-managed Intl Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Ishares Tr Core Msci Eafe (IEFA)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard Index Fds Large Cap Etf (VV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Truepoint

Top funds holding iShares Morningstar Mid Growth Idx

Vantagepoint Investment Advisers
LPL Financial
Ameriprise Financial
Morgan Stanley
Raymond James Financial
Cetera Investment Advisers
Northwestern Mutual Wealth Management Company
Nelson, Van Denburg & Campbell Wealth Management
Commonwealth Equity Services
H D Vest Advisory Services
Advisor Group Holdings
UBS Group
Wells Fargo & Company
Victory Financial Group
Rockport Wealth

View all funds holding iShares Morningstar Mid Growth Idx